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Lawrence F. Dooley, Jr.

Capital Wealth Management, Llc

Assets Managed
$415.887M
Holdings
39
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
12.53%(2Q avg: 15.95%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Capital Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 415.887M in assets, with a quarterly growth rate of 12.53% and a 2-quarter average growth rate of 15.95%. The portfolio is managed by Lawrence F. Dooley, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 518.22%
10.75%
$44.686M
518,759 shares@ $86.15 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 4.87%
8.86%
$36.844M
1.228M shares@ $30.01 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.68%
8.59%
$35.686M
163,748 shares@ $217.93 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 6.1%
7.26%
$30.188M
663,628 shares@ $45.5 avg price
NANR
Spdr S&p North American Natu
Recent Activity
Decreased -0.19%
6.49%
$26.967M
357,181 shares@ $75.51 avg price
HSCZ
Ishares Cur Hdg Msci Eafe Sm
Recent Activity
Increased 2.84%
6.07%
$25.243M
587,317 shares@ $42.99 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 2.61%
6.04%
$25.085M
475,448 shares@ $52.76 avg price
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 7.33%
5.76%
$23.937M
243,505 shares@ $98.3 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Increased 2.09%
5.69%
$23.657M
451,633 shares@ $52.38 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 1.1%
5.43%
$22.546M
435,418 shares@ $51.79 avg price

1-10 of 39